Steward Partners Investment Advisory’s Invesco Wilshire US REIT ETF WREI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-50
| Closed | -$2K | – | 2553 |
|
|
2018
Q3 | $2K | Hold |
50
| – | – | ﹤0.01% | 2450 |
|
|
2018
Q2 | $2K | Sell |
50
-337
| -87% | -$13.5K | ﹤0.01% | 2293 |
|
|
2018
Q1 | $16K | Hold |
387
| – | – | ﹤0.01% | 1428 |
|
|
2017
Q4 | $18K | Hold |
387
| – | – | ﹤0.01% | 1174 |
|
|
2017
Q3 | $17K | Sell |
387
-173
| -31% | -$7.6K | ﹤0.01% | 992 |
|
|
2017
Q2 | $26K | Hold |
560
| – | – | ﹤0.01% | 799 |
|
|
2017
Q1 | $26K | Buy |
+560
| New | +$26K | ﹤0.01% | 690 |
|